Vanguard Global Advisers
HGBL icon

Vanguard Global Advisers’s Heritage Global HGBL Stock Holding History

Vanguard Global Advisers’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Hold
10,769
– – ﹤0.01% 3428
2026
Q1 		$14.6K Buy
+10,769
New +$14.2K ﹤0.01% 3400

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Global Advisers's HGBL Position: Q2 2026 in Review

Vanguard Global Advisers held its Heritage Global (HGBL) position steady in Q2 2026 at 10,769 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Vanguard Global Advisers first reported a position in HGBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q1 2026. 35 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Vanguard Global Advisers held 10,769 shares of Heritage Global worth $13K as of Q2 2026.
  • Vanguard Global Advisers left its Heritage Global share count unchanged in Q2 2026.
  • Heritage Global made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #3428 holding.
  • Vanguard Global Advisers first reported a position in Heritage Global in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Global Advisers's Heritage Global position peaked at $14.6K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.